Tim Oates Email
Managing Director - Wealth Management @ UBS Group AG
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Tim Oates Location
- Austin, TX, US
Tim Oates Work
- 2023 -now Financial Advisor - Managing Director - Wealth Management @
- 2023 -now Managing Director - Wealth Management @
- 2014 -2022 Senior Vice President - Wealth Management @
- 2004 -2013 First Vice President - Wealth Management @
Tim Oates Education
- University of Notre Dame
Bachelor of Business Administration (B.B.A.) (Finance and Computer Applications)
1991-1995
Tim Oates Skills
- Cfp
- Fixed Income
- Asset Allocation
- Series 7
- Retirement Planning
- Wealth Management
Tim Oates Summary
- Tim Oates, based in Austin, TX, US, is currently a Managing Director - Wealth Management at UBS. Tim Oates brings experience from previous roles at UBS. Tim Oates holds a 1991 - 1995 Bachelor of Business Administration (B.B.A.) in Finance and Computer Applications @ University of Notre Dame. With a robust skill set that includes Cfp, Fixed Income, Asset Allocation, Series 7, Retirement Planning and more. Tim Oates has 2 emails on RocketReach.
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